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Lloyds Banking Group
LYG

Overview Fund Activity

452 hedge funds and large institutions have $1.14B invested in Lloyds Banking Group in 2024 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 152 increasing their positions, 176 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
452
Holders Change
+26
Holders Change %
+6.1%
% of All Funds
6.02%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
61
Increased
152
Reduced
176
Closed
28
Calls
$719K
Puts
$236K
Net Calls
+$483K
Net Calls Change
+$324K

Top Buyers

1
LC
1
L1 Capital
Australia
$51.3M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$67.6M
3
Millennium Management
3
Millennium Management
New York
$19.3M
4
Northern Trust
4
Northern Trust
Illinois
$42.4M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$72.5M

Top Sellers

1
MIS
1
Morningstar Investment Services
Illinois
$2.76M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$6.29M
3
ClearBridge Investments
3
ClearBridge Investments
New York
$59.2M
4
Bank of America
4
Bank of America
North Carolina
$30.2M
5
MIP
5
Mondrian Investment Partners
United Kingdom
$222M
Name Holding Trade Value Shares
Change 		Shares
Change %
Kovitz Investment Group Partners
326
Kovitz Investment Group Partners
Illinois
$48.8K -$14.6K -5,362 -23%
BCG
327
Breakwater Capital Group
New Jersey
$48.6K +$4.08K +1,500 +9%
LNWTC
328
Laird Norton Wetherby Trust Company
Washington
$48.2K – – –
Balyasny Asset Management
329
Balyasny Asset Management
Illinois
$46K -$21.3K -7,847 -32%
BC
330
Brio Consultants
California
$45.5K +$10.6K +3,880 +30%
EIP
331
Epoch Investment Partners
New York
$45.3K +$45.3K +16,642 New
CAAS
332
Capital Asset Advisory Services
Michigan
$44.7K -$4.78K -1,777 -10%
PWPS
333
Pinnacle Wealth Planning Services
Ohio
$44.3K +$5.71K +2,098 +15%
WPW
334
Waldron Private Wealth
Pennsylvania
$43.3K – – –
WSWA
335
Warren Street Wealth Advisors
California
$43K -$18.1K -6,657 -30%
Group One Trading
336
Group One Trading
Illinois
$42.7K +$18.9K +6,954 +79%
BJL
337
Brighton Jones LLC
Washington
$42.4K +$1.64K +601 +4%
NA
338
NewEdge Advisors
Louisiana
$42.3K -$24K -8,818 -36%
DADC
339
D.A. Davidson & Co
Montana
$42K – – –
CPWA
340
Cerro Pacific Wealth Advisors
California
$41.9K +$41.9K +13,428 New
CAM
341
Cresset Asset Management
Illinois
$40.6K -$473K -173,782 -92%
X
342
Xponance
Pennsylvania
$40.1K +$2.03K +747 +5%
FNWM
343
Financial Network Wealth Management
Utah
$40K – – –
AP
344
Adero Partners
California
$38.6K +$38.6K +14,190 New
CIBC Asset Management
345
CIBC Asset Management
Ontario, Canada
$38.4K +$38.4K +14,131 New
HNB
346
Huntington National Bank
Ohio
$37.5K +$27.7K +10,184 +283%
JIC
347
Johnson Investment Counsel
Ohio
$36.7K -$2.5K -920 -6%
IPW
348
Intergy Private Wealth
Colorado
$36.3K +$819 +301 +2%
AWA
349
Aletheian Wealth Advisors
Washington
$36.2K +$6.32K +2,322 +21%
PA
350
PFG Advisors
Arizona
$36.1K -$1K -369 -3%
12 13
14
15 16